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IIFSX Voya Balanced Income R3 Forecast, Technical & Fundamental Analysis

The investment seeks to maximize income while maintaining prospects for capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), Cisco Systems (NASDAQ:CSCO), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), Coca-Cola Company (NYSE:KO), Merck & Co (NYSE:MRK), Philip Morris International (NYSE:PM).

Industry description

The investment seeks to maximize income while maintaining prospects for capital appreciation. Under normal circumstances, the fund manager intends to invest approximately 60% of its assets in debt instruments and approximately 40% of its assets in equity securities (the “Target Allocation”). The sub-adviser (the “Sub-Adviser”) may deviate from the Target Allocation within the range of +/- 15% relative to the Target Allocation for either the Debt Portion or the Equity Portion to adjust portfolio exposures and risk in response to changing market conditions.

Market Cap

The average market capitalization across the Voya Balanced Income R3 MF is 1.23T. The market cap for tickers in the group ranges from 294.44B to 4.46T. AAPL holds the highest valuation in this group at 4.46T. The lowest valued company is PM at 294.44B.

Volume

The average weekly volume growth across all stocks in the Voya Balanced Income R3 MF was 12%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -44%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 48
P/E Growth Rating: 43
Price Growth Rating: 31
SMR Rating: 30
Profit Risk Rating: 17
Seasonality Score: -52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderately Conservative Allocation
Address
Voya Investors Trust7337 E. Doubletree Ranch RoadScottsdale
Phone
N/A
Web
www.voyainvestments.com
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IIFSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IIFSX has been closely correlated with BIICX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if IIFSX jumps, then BIICX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IIFSX
1D Price
Change %
IIFSX100%
N/A
BIICX - IIFSX
82%
Closely correlated
+0.28%
HBLRX - IIFSX
80%
Closely correlated
N/A
HBLAX - IIFSX
78%
Closely correlated
N/A
BKMIX - IIFSX
67%
Closely correlated
+0.37%
ONCFX - IIFSX
60%
Loosely correlated
N/A
More
Voya Balanced Income R3 (IIFSX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com